AECVX Mutual Fund

AECVX Mutual Fund

NAV$14.28
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Returns Overview

1 Month
+0.21%
3 Months
-1.18%
6 Months
-3.78%
YTD
-3.39%
1 Year
-2.40%
3 Years (annualized)
+3.95%
5 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AECVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
-3.39%
Peer Avg (YTD)
+1.65%
vs Peers
-5.04%

AECVX Mutual Fund Performance

AECVX performance across multiple time periods: 1-month 0.21%, YTD -3.39%, 1-year -2.40%, 3-year 3.95%, 5-year 8.72%.

AECVX returns trail the peer average of 1.65% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

AECVX vs another fund shows side-by-side returns. AECVX alternatives are available in the Mutual Fund Screener.